Tea room business plan template


Download this tea room shop business plan template in PDF or Word format, or tailor it to your project directly in our business plan software.

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tea room business plan template

Not accustomed to writing business plans? Our tea room business template will turn a typically challenging process into a total breeze.

Modelled on a complete business plan of a tea room in Normandy, our template features both the financial forecast and the written part that presents the project, its team, the local market and the business strategy implemented by the management.

Cast your eyes on this template to achieve a better understanding of what your bank and investors would like to see, so that you can create a business plan that meets their expectations.

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Tea room business plan template content


This template includes a complete business plan, with a financial forecast and the following sections:

  1. Executive summary:
    The executive summary gives the reader a clear and concise overview of your business idea
  2. Company:
    This section lays out the structure of your business, including its location, management team and legal status
  3. Products and services:
    Here, you'll give an overview of the services or products offered by the company
  4. Market analysis:
    The market analysis is where you’ll demonstrate that there is a strong demand for your products and services through a thorough assessment of the industry (customer profile, hot trends, regulation, competition, etc.)
  1. Strategy:
    This section highlights the company's game plan when it comes to pricing, marketing and mitigating risks along the way
  2. Operations:
    This step lays out the company's operational organisation, including the recruitment plan
  3. Financial plan:
    The financial plan includes a table of sources & uses (initial funding plan), and complete financial statements (P&L, balance sheet and cash flow statements).
  4. Appendices:
    This part provides the opportunity to include multiple financial appendices generated by our software (debt maturity profile, monthly financial statements, financial analysis, etc.).
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Tea room business plan template extract


Executive Summary

Business Overview

Tea for Tea will be a tea room located on the main street in downtown Houlgate. Situated close to the beach and served by many shops, this street benefits from a large catchment area.

Tea for Tea will offer a wide selection of quality teas served brewed or iced. Our teas can be enjoyed sitting in or to take away, on their own, or accompanied by a pastry or cookie.

Tea for Tea will be managed by Mrs. Sophie F, who after a 10-year career as a buyer for a large cosmetics group, has decided to change direction and make a living out of her passion for tea.

Mrs. F will be supported by a team of 2 waiters, both of whom have prior experience working in the tea and coffee industry.

Market Overview

Today, tea is the 2nd most-consumed drink in the world after water

Nearly 6 out of 10 French people drink tea, with Iri estimating that the French market for tea-based drinks from all tea-selling establishments combined reaches nearly €200m.

70% of this volume is tea sold in supermarkets, with few figures on how much revenue tea rooms generate.

However, there's no doubt that they're popular - with new trends such as iced teas and customised tea boxes driving consumption to double in the last 20 years.

Starbuck's takeover of the Teavana chain of tea stores in November 2012 for $620m and the regular opening of new independent tea rooms also testify to the good health of the sector.

The town of Houlgate is a seaside resort very popular with tourists. The main street has several restaurants, and 2 cafes but no tea room.

We think our business would complement the already existing catering businesses in the street, and believe that competition with the neighbouring cafés will be limited given the existing differences between the service and products we offer.

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Financial Highlights

We expect the tea room to be profitable from its second year of operation.

Based on the current plan, we expect to achieve sales of €143,605 and EBITDA of approximately €2,011 in year 1, with €154,540 of sales in year 2 and an EBITDA of approximately €8,720 (or 7.61% of growth).

In year 3, we expect to generate sales of €154,540 and EBITDA of €8,720 (or 7.61% of growth).

Our ask

Our objective is to obtain bank financing of €25,000 to fund the purchase of the initial stock and professional equipment necessary for the opening of the tea room.

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